There are a few things that can be told for certain: The stock market will ebb and flow, your business will have to adapt, and EAI will be at the BISA Annual Convention to discuss ways to help you do just that. Last year, the conference saw more than 500 wealth management executives, sales managers and compliance officers from firms all over the country. As industry leaders for retail investment software, we know there is no better way to gain insight into how best to serve our community than to be active participants in their conversation.

At conferences in the past, our representatives have returned with requests such as improved transparency for compliance, which inspired the re-development of our 36-month mailer. The feature was upgraded into a fully automated process, from the first step of flagging changes to suitability profiles to the very last tack of printing addresses for the envelopes.

This year, we plan on continuing the conversation. For more, please visit our Events page, or click HERE.